Colt Retirement Defined Benefit Plan
Sponsored by Colt's Manufacturing Company Llc · EIN 421589139 · Plan #002
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 101
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Trustee (institutional), Recordkeeping, Consulting (pension) | $118,930 |
| Usi Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $65,959 |
| Charles Schwab Bank | Contract administrator, Investment management fees (indirect), Other insurance fees and expenses | $1,434 |